His thoughts and ideas have been shared in publications such as as IRIS, WealthManagement.com, TheStreet.com, Trust & Estates magazine, Institutional Investor and the CFA Institute. In addition, Preston McSwain has been profiled by Financial IQ and in the Wall Street Journal.
During the work week, Preston McSwain is a Managing Partner and Founder of Fiduciary Wealth Partners, an SEC registered investment adviser and multi-family office.
Prior to founding Fiduciary Wealth Partners, Preston was a Managing Director of Neuberger Berman, where he founded the Private Asset Management Division in New England. After Neuberger was acquired by Lehman Brothers, Preston helped lead the growth of the firm’s investment consulting and trust businesses and received the Chairman’s Award, which was given to the top 50 performing people in the organization worldwide. Earlier in his career Preston founded a Trust Company for a regional bank and assisted in the launch of a bank mutual fund division. He started his career at State Street Bank & Trust..
Preston McSwain has been involved in many not-for-profit organizations that include serving on the Board of The Pioneer Institute, the Board of Overseers of the Peabody Essex Museum, the Treasurer of Church of the Redeemer in Chestnut Hill and as a regular speaker for Smart Woman Securities. He is also a member of the Economic Club of New York and was a co-founder of Boston Preparatory Academy Public Charter School.
Preston received a B.S. in Finance with a concentration in Investment Management from the University of Alabama at Birmingham, where he received the Outstanding Alumni Award from the school of business in 2006.
Preston McSwain lives in Chestnut Hill, MA with his wife Susan, son Jack and daughter Meghan. They also enjoy time on Martha’s Vineyard and walks on the beach and in the woods with their trusted hounds, Sparky and Kaffrey.
More thoughts from Preston McSwain can be found by connecting with him at the links below.